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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,513 | $72,273-34.3% | $101,275-53.1% | $79,856-40.5% |
| Participation rate | 43.2% | 68.5%-25.3pp | 75.8%-32.6pp | 69.6%-26.5pp |
| Annual return | -0.90% | 22.30%-23.2pp | 46.48%-47.4pp | 31.71%-32.6pp |
| Employer contribution / active EE | $557 | $2,691-79.3% | $3,660-84.8% | $2,471-77.5% |
| Participant deferral / active EE | $2,316 | $3,282-29.4% | $4,371-47.0% | $3,741-38.1% |
| Admin fee / account holder | $13,619 | $4,401+209.4% | $5,948+129.0% | $5,306+156.7% |